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HFS Webinars

Click on the webinar presentation title to register for the webinar.

Thursday, April 18: Estate Planning in 2024: Safeguard your family's future

Thursday, June 13: Mid-Year Market Review

Thursday, September 12: Year-End Tax Planning Tips in 2024

Thursday, October 31: Year-End Market Review in an Election Year


HFS On-Demand Webinars/Recordings

To hear a Hughes Financial Services on-demand webinar, please click on the webinar title. Recordings are hosted on a third-party site and will request your name and email address. Presentation slides for each webinar have also been provided. The running time for each webinar will vary.

 

February 1, 2024: How to Stay Safe From Financial Scams Recording

February 1, 2024: How to Stay Safe From Financial Scams (PDF Download)


May 24, 2023: The Debt Ceiling Fight and What It Means for You Recording

** May 24, 2023: The Debt Ceiling Fight and What It Means for You (PDF Download)

May 10, 2023: Proactive Tax Planning in 2023 and Beyond Recording

** May 10, 2023: Proactive Tax Planning in 2023 and Beyond (PDF Download)


October 19: Estate Planning Essentials in 2022 Recording

** October 19: Estate Planning Essentials in 2022 (PDF Download)

September 28: Savvy Investment Strategies in a Bear Market Recording

** September 28: Savvy Investment Strategies in a Beark Market (PDF Download)

July 27: 2022 Mid-Year Market Outlook: Navigating Market Headwinds & Tailwinds Recording

** July 27: 2022 Mid-Year Market Outlook: Navigating Market Headwinds & Tailwinds (PDF Download)

May 4: Headwinds & Tailwinds: An Economic Update Recording

** May 4: Headwinds & Tailwinds: An Economic Update (PDF Download)

April 20: Tax Planning for 2022: What to Expect and Plan For to Help Save More Recording

** Tax Planning for 2022: What to Expect and Plan For to Help Save More (PDF Download)

April 6: How to be Fraud Smart Recording

** How to be Fraud Smart (PDF Download)

January 26: HFS 2022 Economic Outlook Webinar Recording

** HFS 2022 Economic Outlook (PDF Download)


November 17: HFS 2021 Year-End Market Review Webinar Recording

** HFS 2021 Year-End Market Review (PDF Download)


 

ugust 25: Estate Planning in 2021 with SECURE and CARES Acts

** Estate Planning in 2021 with the SECURE and CARES Acts (PDF Download)

August 18: Cybersecurity in 2021: The Latest Scams and Strategies to Protect Yourself

** Cybersecurity in 2021: The Latest Scams and Strategies to Protect Yourself (PDF Download)

August 11: Taxes 2021 and Beyond

** Taxes 2021 and Beyond (PDF Download)

August 4: 2021 Mid-Year Economic Update

** 2021 Mid-Year Economic Update (PDF Download)


April 7: 2020 Was the Year of the Roth -- What About 2021?

** 2020 Was the Year of the Roth -- What About 2021?

March 31: The Many Ways to Invest in Real Estate

** The Many Ways to Invest in Real Estate Slides (PDF Download)

March 24: 2021 Identity Theft and Financial Scams: Don't Be a Statistic, Protect Yourself Today!

** 2021 Identity Theft and Financial Scams: Don't Be a Statistic, Protect Yourself Today! Slides (PDF Download)

March 17: ESG Investing: What is it and should you consider it in your financial plan?

** ESG Investing: What is it and should you consider it in your financial plan? Slides (PDF Download)

March 10: Tax Planning in 2021: What to Expect & Plan For with Guest Speaker Liz Nuti, President of Accounting & Tax Solutions, Inc.

** Tax Planning in 2021: What to Expect & Plan For with Guest Speaker Liz Nuti, President of Accounting & Tax Solutions, Inc. Slides (PDF Download)

March 3: Estate Planning in 2021 with Guest Speaker Martha Sotelo, Esq., Principal at Vaughan, Fincher & Sotelo, PC

** Estate Planning in 2021 with Guest Speaker Martha Sotelo, Esq., Principal at Vaughan, Fincher & Sotelo, PC Slides (PDF Download)

February 24 (2021): Hindsight, Foresight, Insight: A Look Back at 2020 and Market Review of 2021

** Hindsight, Foresight, Insight: A Look Back at 2020 and Market Review of 2021 Slides (PDF Download)


November 19: HFS' Special Market Update: What the 2020 Election Means for your Investments & Taxes -- A Tax Policy Perspective

November 12: HFS' Special Market Update: What the 2020 Election Means for your Investments & Taxes -- A Market Perspective


September 9: Donkeys, Elephants, Bulls and Bears: How Will the Presidential Election Impact the Market & Investor Portfolios?

** Donkeys, Elephants, Bulls and Bears: How Will the Presidential Election Impact the Market & Investor Portfolios? Slides (PDF Download)

September 2: Yes, You Can ... Raise Financially Aware Kids & Grandkids

** Yes, You Can ... Raise Financially Aware Kids & Grandkids Slides (PDF Download)

August 26: Maximizing the Value of Your HFS Portal, Part 2: Using the Spending & Budgeting Tools to your Benefit

** Maximizing the Value of Your HFS Portal, Part 2: Using the Spending & Budgeting Tools to your Benefit Slides (PDF Download)

August 19: Your Savings Alone Won't Pay for College: Financial Strategies to Get on Track for College

** Your Savings Alone Won't Pay for College: Financial Strategies to Get on Track for College Slides (PDF Download)

August 12: Fundamentals of Investing 102: Making Your Money Work For You in the Stock Market

** Fundamentals of Investing 102: Making Your Money Work For You in the Stock Market Slides (PDF Download)

August 5: Five Financial Mistakes Made in Retirement & How You Can Avoid Them

** Five Financial Mistakes Made in Retirement & How You Can Avoid Them Slides (PDF Download)

July 29: HFS Wednesday Lunch & Learn: Hafltime Report: An Economic & Market Update

** Hafltime Report: An Economic & Market Update Slides (PDF) Download


May 27: HFS Wednesday Lunch & Learn: Hands Off Uncle Sam! Strategies to Lower Your Tax Bill

** Hands Off Uncle Sam! Strategies to Lower Your Tax Bill Slides (PDF) Download

 

May 20: HFS Wednesday Lunch & Learn: An Economy Under Attack: What the Experts Are Telling Us

** An Economy Under Attack: What the Experts Are Telling Us Slides (PDF) Download

 

May 13: HFS Wednesday Lunch & Learn: Charitable Giving Strategies During COVID-19 & Beyond

** Charitable Giving Strategies During COVID-19 & Beyond Slides (PDF) Download

 

May 6: HFS Wednesday Lunch & Learn: What is a Vital Documents File and Why Do I Need One? 

** What is a Vital Documents File and Why Do I Need One? Slides (PDF) Download

** Vital Documents Checklist (Word)

 

Apr 29: HFS Wednesday Lunch & Learn: Value in the Vault: A Guide to Your HFS Client Portal

** Value in the Vault: A Guide to Your HFS Client Portal Slides (PDF) Download (Note: the live demo of the Client Portal is not included in the slides download. To view the live demo, please watch the recording.)

** What Can I Store in my Client Portal Documents Checklist (PDF)

 

Apr 22: HFS Wednesday Lunch & Learn: Fundamentals of Investing

** Fundamentals of Investing Slides (PDF) Download

 

Apr 15: HFS Wednesday Lunch & Learn: Estate Planning Steps to Take During the COVID-19 Pandemic

** Estate Planning Steps to Take During the COVID-19 Pandemic Slides (PDF) Download

** File of Life Form (PDF) Download

 

Apr 8: HFS Wednesday Lunch & Learn: Cybercrime 2020: How to Identify & Protect Against COVID-19 Scams

** Cybercrime 2020: How to Identify & Protect Against COVID-19 Scams Slides (PDF) Download

 

Apr 1: HFS Wednesday Lunch & Learn: Roth IRAs: To Convert or Not to Convert

 

Mar 27: End of the Week Market Review with a Look at the CARES Act of 2020